Use AI to create a step-by-step prep guide that organizes info and boosts confidence before your sales meeting.
1. Gather all the basic details about your upcoming meeting: the prospect's name, company, industry, and meeting purpose. 2. Ask AI to summarize the prospect’s business, challenges, or recent news based on this info to get context quickly. 3. Have AI generate a list of thoughtful questions you can ask during the meeting to show you’ve done your homework. 4. Use AI to draft a clear agenda outlining topics to cover and goals to achieve in the meeting. 5. Request AI to suggest key points to highlight about your product or service that align with the prospect’s needs. 6. Finally, ask AI to create a quick checklist of prep tasks (like reviewing documents or setting up tech) so you don’t forget anything important. By following these steps, you’ll walk into your meeting well-prepared and confident, ready to focus on building rapport and closing deals.
Try this prompt today
“Act as my sales assistant and help me prepare for a meeting with a prospect named Sarah from GreenTech, a renewable energy company. Summarize her business and recent news, suggest questions I can ask to learn about her challenges, draft a simple agenda for a 30-minute meeting, highlight key points about my product that fit her needs, and create a checklist of what I should prepare before the call.”
June 12, 2026
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